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Capital Group New Perspect.(LUX)Bh/  LU1295552548  /

Fonds
NAV08/01/2025 Chg.+0.0300 Type de rendement Focus sur l'investissement Société de fonds
20.2700CHF +0.15% reinvestment Equity Worldwide Capital Int. M. Co. ▶
 

Performance mensuelle

  janv. févr. mars avr. mai juin juil. août sept. oct. nov. déc. Total
2018 - - - - 1.48 0.16 2.27 1.19 -0.31 -8.79 0.77 -6.40 -
2019 7.76 3.30 1.80 3.86 -6.36 5.88 1.02 -2.17 0.79 1.73 3.70 2.38 +25.55%
2020 0.22 -6.74 -12.68 11.49 5.51 4.24 5.66 8.32 -3.36 -3.09 12.53 5.36 +27.18%
2021 -0.06 1.49 1.75 4.10 0.43 2.65 0.77 3.38 -3.76 6.59 -2.27 1.73 +17.66%
2022 -7.92 -4.75 3.10 -8.92 -2.06 -8.67 8.24 -4.38 -8.54 4.18 6.95 -6.44 -27.29%
2023 7.48 -1.31 2.46 0.18 -0.06 4.73 2.05 -2.36 -4.12 -3.62 7.51 4.20 +17.57%
2024 0.85 4.96 2.42 -3.14 3.25 2.31 -0.72 1.96 1.37 -2.10 3.72 -1.18 -
2025 0.85 - - - - - - - - - - - -

Valeurs calculées

  CAD 6 Mois 1 An 3 Ans 5 Ans
Volatilité 10.02% 14.17% 12.34% 16.53% 18.62%
Ratio de Sharpe 4.40 0.03 1.07 -0.13 0.27
Le meilleur mois +0.85% +3.72% +4.96% +8.24% +12.53%
Le plus défavorable mois -1.18% -2.10% -3.14% -8.92% -12.68%
Perte maximale -0.88% -9.65% -9.65% -30.00% -33.05%
Surperformance - - - - -
 
Toutes les cotations dans CHF

Tranches

Nom   Type de rendement Prix de rachat 1 An 3 Ans
Capital Group New Perspect.(LUX)... paying dividend 24.2600 +25.70% +23.02%
Capital Group New Perspect.(LUX)... reinvestment 26.0400 +25.80% +23.47%
Capital Group New Perspect.(LUX)... reinvestment 23.2200 +19.88% +10.99%
Capital Group New Perspect.(LUX)... reinvestment 25.7400 +25.62% +22.92%
Capital Group New Perspect.(LUX)... paying dividend 25.0300 +18.38% +12.09%
Capital Group New Perspect.(LUX)... reinvestment 24.1100 +27.10% +9.79%
Capital Group New Perspect.(LUX)... reinvestment 24.2400 +27.24% +10.18%
Capital Group New Perspect.(LUX)... reinvestment 25.7800 +25.69% +23.11%
Capital Group New Perspect.(LUX)... reinvestment 26.5900 +18.34% +12.10%
Capital Group New Perspect.(LUX)... reinvestment 24.4800 +27.37% +10.52%
Capital Group New Perspect.(LUX)... reinvestment 21.7300 +22.22% +23.54%
Capital Group New Perspect.(LUX)... reinvestment 26.8600 +18.43% +12.43%
Capital Group New Perspect.(LUX)... reinvestment 24.5200 +27.38% +10.60%
Capital Group New Perspect.(LUX)... reinvestment 26.9100 +18.49% -
Capital Group New Perspect.(LUX)... reinvestment 26.9700 +18.55% +12.75%
Capital Group New Perspective Fu... reinvestment 27.1700 +26.37% +25.09%
Capital Group New Perspective Fu... reinvestment 28.0300 +18.97% +13.94%
Capital Group New Perspective Fu... paying dividend 25.7000 +26.32% +25.02%
Capital Group New Perspective Fu... reinvestment 24.3000 +17.85% +6.72%
Capital Group New Perspective Fu... reinvestment 26.4600 +18.23% +11.74%
Capital Group New Perspective Fu... reinvestment 25.6500 +25.55% +22.67%
Capital Group New Perspective Fu... paying dividend 25.8000 +18.21% +11.75%
Capital Group New Perspective Fu... paying dividend 25.0100 +25.55% -
Capital Group New Perspective Fu... paying dividend 23.9000 +19.54% -
Capital Group New Perspective Fu... paying dividend 25.4800 +18.20% -
Capital Group New Perspective Fu... reinvestment 22.8100 +17.15% +7.80%
Capital Group New Perspective Fu... reinvestment 23.2200 +19.57% +10.20%
Capital Group New Perspective Fu... reinvestment 19.7000 +20.64% +14.20%
Capital Group New Perspective Fu... paying dividend 23.5200 +18.31% +12.02%
Capital Group New Perspective Fu... reinvestment 17.0900 +20.69% +14.47%
Capital Group New Perspective Fu... paying dividend 40.4900 +28.61% -
Capital Group New Perspective Fu... reinvestment 25.5400 +27.89% +11.97%
Capital Group New Perspective Fu... reinvestment 22.6700 +22.74% +25.11%
Capital Group New Perspective Fu... paying dividend 32.7300 +20.83% -
Capital Group New Perspective Fu... reinvestment 24.2000 +27.17% +10.05%
Capital Group New Perspective Fu... reinvestment 21.4800 +22.05% +22.95%
Capital Group New Perspective Fu... reinvestment 36.3300 +21.83% +13.00%
Capital Group New Perspective Fu... paying dividend 22.8100 +27.28% +10.11%
Capital Group New Perspective Fu... paying dividend 20.2500 +22.11% +23.10%
Capital Group New Perspective Fu... paying dividend 34.2400 +21.91% +13.08%
Capital Group New Perspective Fu... paying dividend 19.0200 +21.99% +22.94%
Capital Group New Perspective Fu... paying dividend 32.1700 +21.86% +13.00%
Capital Group New Perspective Fu... reinvestment 49.9700 +32.51% +37.36%
Capital Group New Perspective Fu... reinvestment 43.3400 +21.98% +17.90%
Capital Group New Perspective Fu... reinvestment 21.4000 +21.94% +22.71%
Capital Group New Perspect.(LUX)... paying dividend 21.5000 +17.16% +8.76%
Capital Group New Perspect.(LUX)... paying dividend 23.5600 +24.39% +19.41%
Capital Group New Perspect.(LUX)... paying dividend 24.3100 +17.16% +8.77%
Capital Group New Perspect.(LUX)... paying dividend 20.8400 +24.39% +19.41%
Capital Group New Perspect.(LUX)... reinvestment 20.2700 +16.03% +1.91%
Capital Group New Perspect.(LUX)... reinvestment 15.3200 +19.59% +11.18%
Capital Group New Perspect.(LUX)... paying dividend 19.0300 +18.57% +7.33%
Capital Group New Perspect.(LUX)... paying dividend 25.0100 +18.03% +11.25%
Capital Group New Perspect.(LUX)... paying dividend 22.4300 +25.32% +22.14%
Capital Group New Perspect.(LUX)... paying dividend 23.1400 +18.04% +11.23%
Capital Group New Perspect.(LUX)... reinvestment 16.5300 +20.39% +13.69%
Capital Group New Perspect.(LUX)... reinvestment 22.1500 +25.92% +6.90%
Capital Group New Perspect.(LUX)... reinvestment 19.6600 +20.84% +19.44%
Capital Group New Perspect.(LUX)... paying dividend 19.6600 +20.84% +19.44%
Capital Group New Perspect.(LUX)... paying dividend 17.3900 +20.78% +19.43%
Capital Group New Perspect.(LUX)... reinvestment 34.3100 +17.94% +9.23%
Capital Group New Perspect.(LUX)... reinvestment 23.8000 +26.87% +9.32%
Capital Group New Perspect.(LUX)... reinvestment 21.1300 +21.79% +22.21%
Capital Group New Perspect.(LUX)... reinvestment 35.7300 +21.57% +12.22%
Capital Group New Perspect.(LUX)... paying dividend 22.7900 +26.90% +9.29%
Capital Group New Perspect.(LUX)... paying dividend 20.2300 +21.74% +22.19%
Capital Group New Perspect.(LUX)... paying dividend 34.2100 +21.56% +12.22%
Capital Group New Perspect.(LUX)... paying dividend 18.7100 +21.70% +22.15%
Capital Group New Perspect.(LUX)... reinvestment 36.6600 +18.87% +11.73%
Capital Group New Perspective Fu... paying dividend 19.6100 +18.52% +7.26%
Capital Group New Perspective Fu... paying dividend 20.2100 +19.44% +9.74%
Capital Group New Perspective Fu... reinvestment 168.3400 +17.40% -
Capital Group New Perspective Fu... reinvestment 33.2500 +20.69% -
Capital Group New Perspective Fu... reinvestment 22.9300 +16.40% +6.65%
Capital Group New Perspective Fu... reinvestment 22.2300 +23.64% -
Capital Group New Perspective Fu... paying dividend 20.0200 +23.57% +17.09%
Capital Group New Perspective Fu... reinvestment 19.4200 +17.77% +5.26%
Capital Group New Perspective Fu... reinvestment 32.4000 +18.90% +8.72%
Capital Group New Perspective Fu... paying dividend 37.8200 +20.80% +13.97%
Capital Group New Perspective Fu... paying dividend 42.7500 +28.63% +31.64%
Capital Group New Perspective Fu... reinvestment 189.0700 +16.75% +8.54%
Capital Group New Perspect.(LUX)... reinvestment 26.5600 +18.31% +11.97%
Capital Group New Perspective Fu... reinvestment 22.7100 +17.18% +4.94%
Capital Group New Perspective Fu... reinvestment 22.5000 +19.68% +10.51%
Capital Group New Perspect.(LUX)... reinvestment 23.5600 +24.39% +19.41%
Capital Group New Perspect.(LUX)... reinvestment 26.1200 +18.03% +11.24%
Capital Group New Perspect.(LUX)... reinvestment 24.3000 +17.11% +8.72%
Capital Group New Perspect.(LUX)... reinvestment 20.0300 +18.52% +7.28%
Capital Group New Perspect.(LUX)... reinvestment 25.3200 +25.35% +22.14%
Capital Group New Perspect.(LUX)... paying dividend 24.2400 +25.32% +22.12%
Capital Group New Perspect.(LUX)... reinvestment 21.5200 +19.42% +9.80%
Capital Group New Perspect.(LUX)... reinvestment 21.7700 +16.85% +4.21%

Performance

CAD  
+0.85%
6 Mois  
+1.60%
1 An  
+16.03%
3 Ans  
+1.91%
5 Ans  
+45.83%
Depuis le début  
+68.50%
Année
2023  
+17.57%
2022
  -27.29%
2021  
+17.66%
2020  
+27.18%
2019  
+25.55%